@jakeclaverqfop: JIM RICKARDS CALLED THIS IN 2014. Reverse carry trade. A strait being shut down. An 'ice-9' financial freeze. He laid it all out in his book while he was consulting for the US government. Fast forward to 2026: Strait of Hormuz tensions, the Bank of Japan running out of currency-intervention bullets, treasuries selling off, the Federal Reserve in a corner. This isn't being made up as it goes, it was war-gamed a decade ago. The only question is the timing.

Jake Claver

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Region: US

Wednesday 24 June 2026 14:05:56 GMT